Ancora Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Ancora Advisors’s Portfolio BTX Stock Details BTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26K	Hold	250	–	–	﹤0.01%	1759
2026 Q1	$1.65K	Buy	+250	New	+$1.65K	﹤0.01%	2166
2024 Q3	–	Sell	-10,000	Closed	-$72.3K	–	1919
2024 Q2	$72.3K	Buy	+10,000	New	+$73.8K	﹤0.01%	869

Other funds holding BTX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Ancora Advisors's BTX Position: Q2 2026 in Review

Ancora Advisors held its BlackRock Technology and Private Equity Term Trust (BTX) position steady in Q2 2026 at 250 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Ancora Advisors first reported a position in BTX in Q2 2024 and has held it in 3 quarters since. The position peaked at $72.3K in Q2 2024. 119 funds tracked by Wall St. Rank hold BTX as of Q2 2026.

Ancora Advisors held 250 shares of BlackRock Technology and Private Equity Term Trust worth $2.26K as of Q2 2026.
Ancora Advisors left its BlackRock Technology and Private Equity Term Trust share count unchanged in Q2 2026.
BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1759 holding.
Ancora Advisors first reported a position in BlackRock Technology and Private Equity Term Trust in Q2 2024 and has held it in 3 quarters since.
Ancora Advisors's BlackRock Technology and Private Equity Term Trust position peaked at $72.3K in Q2 2024.
119 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.